Trust & Estates Legal Coordinator

Internal Revenue Service; Chicago (IL); On-site; USD 55,000 - 70,000; Full time

Job summary

A leading law firm seeks an experienced Legal Assistant specializing in trusts & estates to manage client coordination, document preparation, and administrative tasks. This role requires a minimum of 5 years experience, strong proficiency in Microsoft applications, and a proactive approach to project management. Join a collaborative team offering long-term growth opportunities and generous compensation within a well-structured environment.

Benefits

Dental insurance

Health insurance

Paid time off

Retirement plan

Vision insurance

Qualifications

• Minimum 5 years of experience in legal assistant or legal coordinator role within trusts & estates.
• Able to work well under pressure and adapt to shifting priorities.
• Notary public preferred or willingness to become one.

Responsibilities

• Coordinate with clients regarding estate planning documents.
• Prepare estate execution packages and manage post-signing follow-ups.
• Handle billing, invoices, credit card reconciliations, and reimbursements.

Skills

Communication

Proofreading

Organizational skills

Initiative

Tools

Microsoft Word

Outlook

Adobe Acrobat

DocuSign

iManage

HotDocs

Job description

Note: This position requires employees to be on-site five days a week at our client’s Chicago, IL office.Note: You must have at least 5 years of experience in trusts & estates, and be proficient in Microsoft Word and Outlook. If you do not meet this requirement, please do not schedule a call, as it will be canceled.

About Our Client

Our client is a highly respected and forward-thinking law firm known for its commitment to exceptional client service and a strong internal culture. They serve a mix of entrepreneurs, private companies, and high-net-worth individuals across a variety of practice areas, and they place great value on collaboration, innovation, and a people-first approach.

Job Description

• Coordinate directly with clients regarding estate planning documents and signing appointments
• Prepare estate execution packages and manage all post-signing follow-ups
• Witness and notarize estate planning documents
• Format and revise wills, trusts, powers of attorney, and related documents
• Maintain organized digital and physical client files
• Collect, compile, and process sensitive financial and legal documents
• Draft and edit letters, emails, and general correspondence
• Handle incoming mail, emails, and document scanning
• Manage attorney calendars and schedule meetings using Outlook
• Process billing, invoices, credit card reconciliations, and reimbursements
• Make travel and restaurant reservations as needed
• Assist with other administrative tasks and special projects

Qualifications

• Minimum 5 years of experience in a legal assistant or legal coordinator role within trusts & estates
• Strong communication, proofreading, and organizational skills
• Able to work well under pressure and adapt to shifting priorities
• Proficient in Microsoft Word and Outlook; Adobe Acrobat and DocuSign a plus
• Familiarity with iManage and HotDocs strongly preferred
• Notary public (or willingness to become one)
• Comfortable taking initiative and managing projects independently

Why This Is a Great Opportunity

• Work with a firm that values your contributions and offers long-term growth potential
• Join a well-established trusts & estates group with a supportive and collaborative team
• Gain exposure to sophisticated estate planning work for high-net-worth clients
• Benefit from a stable and structured law firm with great internal systems and tools
• Generous compensation, benefits, and opportunities for performance-based bonuses

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

JPC-310

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